SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Manage the procurement process for a simple to moderately complex project 
SAQA US ID UNIT STANDARD TITLE
243821  Manage the procurement process for a simple to moderately complex project 
ORIGINATOR
SGB Project Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Project Management 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  Level 5  Level TBA: Pre-2009 was L5  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
Learners credited with this unit standard are able to manage the procurement processes of goods and services for a simple to moderately complex project. They will understand the project procurement management principles, and will conduct procurement activities in accordance with project and organisational policies and procedures. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
It is assumed that the learners are competent in:
  • Mathematical Literacy at NQF Level 4 or equivalent.
  • Communication at NQF Level 4 or equivalent.
  • Computer Literacy at NQF Level 3 or equivalent.
  • Unit Standard: Develop an optimised work and resource schedule for a simple to moderately complex project at NQF Level 5.
  • Unit Standard: Provide procurement administration support to a project at NQF Level 4. 

  • UNIT STANDARD RANGE 
    Simple to moderately complex project can be defined as projects that have:
  • A high degree of stability, few uncertainties or low rate of change with regard to expected deliverables, phase contents, organisational process and procedures, legislation and team members.
  • Limited range of different methods or approaches relating to; the design and creation of deliverables and end products.
  • Low to moderate impact on the environment and or socio economic elements; Moderate to low need to comply with legislation; Moderate number of stakeholders affected by or interested in the project.
  • Low strategic importance to the organisation or organisations involved; Not necessary identified in strategic plans.
  • Stakeholders, that are in agreement about the characteristics of the product of the project; Benefits of the project well defined and agreed.
  • Low number of different organisations participating in the project; A low number; and or wide variety of interfaces between the project and other organisational entities in order to produce the end deliverable. Contract types include but are not limited to:
    > Term contracts.
    > Once-off contracts.
    > Commodity contracts.
    > Services contracts.
    > Volume or quantity based contracts. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate an understanding of project procurement management principles. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Organisational procurement policies and procedures applicable to the project environment are explained in relation to the organisations's need to comply with regulations and legislation. 

    ASSESSMENT CRITERION 2 
    Contract types and the application thereof are explained for different resource categories and project conditions. 

    ASSESSMENT CRITERION 3 
    Procurement lead times are explained in terms of the impact on the project schedule. 

    ASSESSMENT CRITERION 4 
    Knowledge of the supplier market is demonstrated for three resource categories, including estimated procurement lead times. 

    ASSESSMENT CRITERION 5 
    Contract administration procedures applicable to the project are explained in terms of efficient operations. 

    SPECIFIC OUTCOME 2 
    Compile the procurement management plan in support of the project plan. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Goods and services that need to be sourced from outside the project organisation are identified and categorised in procurement groups. 

    ASSESSMENT CRITERION 2 
    Sourcing requirements are determined for each procurement group. 

    ASSESSMENT CRITERION 3 
    Potential sources to supply goods and services are identified in accordance with sourcing requirements and relevant procurement policies and procedures. 

    ASSESSMENT CRITERION 4 
    Lead times are determined for the supply of goods and services based on knowledge of the market or a market analysis. 

    ASSESSMENT CRITERION 5 
    Sourcing activities are scheduled in support of the project plan and provide for sourcing lead times. 

    ASSESSMENT CRITERION 6 
    Responsibilities are allocated to sourcing activities in accordance with the roles and responsibility matrix of the project. 

    ASSESSMENT CRITERION 7 
    The procurement management plan is compile from the above information and submitted for approval by the relevant authority. 

    SPECIFIC OUTCOME 3 
    Request responses from qualified suppliers in accordance with the procurement management plan. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A contract statement of work is compiled in accordance with the project requirements for each contract. 

    ASSESSMENT CRITERION 2 
    Bid documents are compiled in accordance with organisational procurement policies and procedures to reflect the contract statement of work and other relevant project requirements. 

    ASSESSMENT CRITERION 3 
    A list of qualified suppliers is compiled in accordance with organisational procurement policies and procedures to reflect the required information of each supplier. 

    ASSESSMENT CRITERION 4 
    Bid documents are issued to qualified suppliers in accordance with the procurement management plan and organisational procurement policies and procedures. 

    SPECIFIC OUTCOME 4 
    Evaluate responses received and select the supplier to supply the relevant goods or services to the project. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Evaluation criteria to asses responses are compiled in accordance with project requirements and organisational procurement policies and procedures. 

    ASSESSMENT CRITERION 2 
    Responses are evaluated in accordance with the relevant evaluation criteria and the preferred supplier is identified. 

    ASSESSMENT CRITERION 3 
    A recommendation is compiled and submitted to the relevant adjudication authority to select the successful supplier. 

    ASSESSMENT CRITERION 4 
    Realistic cost and time values to be used for the project baseline are established in the required format based on the responses evaluated. 

    SPECIFIC OUTCOME 5 
    Establish agreements with successful suppliers and acquire goods or services for the project. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Supply agreements are compiled in accordance with the responses received, the mandate received from the adjudication authority and the organisational procurement policies and procedures to provide for specific project requirements. 

    ASSESSMENT CRITERION 2 
    Agreement requirements, terms and conditions, schedules and prices are clarified and negotiated with successful suppliers in accordance with relevant procedures. 

    ASSESSMENT CRITERION 3 
    Agreements for the supply of goods and services are established with successful suppliers in accordance with relevant procedures. 

    ASSESSMENT CRITERION 4 
    Goods and services are acquired from suppliers in accordance with project requirements and established supply agreements. 

    SPECIFIC OUTCOME 6 
    Administer the supplier agreements. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The performance of suppliers are monitored and measured against the agreement. 

    ASSESSMENT CRITERION 2 
    Contract payments are administered in accordance with performance, contractual agreements and organisational policies and procedures. 

    ASSESSMENT CRITERION 3 
    Issues and risks are identified and addressed within delegated authority, and escalated to the appropriate level of authority if it is outside own level of authority. 

    ASSESSMENT CRITERION 4 
    Change requests are processed and addressed in accordance with project and contractual requirements. 

    ASSESSMENT CRITERION 5 
    Contract close-out is under taken in accordance with project requirements and agreed procedures. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this unit standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA.
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard or assessing this unit standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment to be conducted by an accredited provider according to internal approved provider policy and the relevant ETQA guidelines.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • An understanding of project procurement management principles.
  • Knowledge of planning and time management skills and techniques.
  • An understanding of the contents and requirements of bid documentation.
  • Knowledge of the compilation and content of supplier agreements. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems when completing change requests in accordance with project and contractual requirements. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others when evaluating suppliers against the procurement plan and project objectives. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, evaluate, organise and critically evaluate information when preparing to compile a procurement plan. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when compiling a contract statement of work and bid documentation for suppliers to meet the procurement plan requirements. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology when developing a project procurement plan. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems whereby ineffective/inaccurate procurement planning will have a negative impact on the outcomes of a project. 

    UNIT STANDARD CCFO CONTRIBUTING 
    In order to contribute to the full personal development of each learner and the social and economic development of society at large, it must be the intention underlying any programme of learning to make an individual aware of the importance of reflecting on and exploring a variety of strategies to more effectively. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    Terms, techniques and processes referred to in this unit standard are based upon recognised best practice for generic project management reflected in industry standards such as:
  • Standards from Project Management Institute (PMI®) such as:
    > A Guide to the Project Management Body of Knowledge (PMBoK Guide), 2000 and 2004 versions, from Project Management Institute (PMI®).
    > Extensions to PMBoK® Guide from PMI®.
    > Work Breakdown Structure.
    > Earned Value.
  • Body of Knowledge from Association for Project Management, UK.
  • ISO 10006.
  • British Standard 6079.
  • IPMA Competence Baseline from International Project Management Association.
  • Project Management role delineation studies from PMI® for CAPM and PMP.
  • Project Management Competency Development Framework from PMI® 2002.
  • Emerging global performance standards for project management personnel (GPSPMP - Global).
  • Australian National Competency Standards for Project Management 2003. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58309   National Diploma: Project Management  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 
    Elective  58395   National Certificate: Project Management  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  SERVICES 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.